Composition Wealth LLC boosted its position in shares of Verizon Communications Inc. (NYSE:VZ – Free Report) by 211.1% during the fourth quarter, Holdings Channel reports. The firm owned 168,624 shares of the cell phone carrier’s stock after buying an additional 114,418 shares during the quarter. Composition Wealth LLC’s holdings in Verizon Communications were worth $6,868,000 at the end of the most recent reporting period.
Several other large investors also recently bought and sold shares of VZ. State Street Corp raised its stake in shares of Verizon Communications by 3.5% during the 3rd quarter. State Street Corp now owns 215,490,064 shares of the cell phone carrier’s stock worth $9,470,788,000 after buying an additional 7,276,809 shares during the last quarter. Vanguard Group Inc. grew its stake in Verizon Communications by 1.5% in the 4th quarter. Vanguard Group Inc. now owns 379,402,347 shares of the cell phone carrier’s stock valued at $15,453,058,000 after acquiring an additional 5,497,598 shares during the last quarter. Capital World Investors increased its holdings in Verizon Communications by 51.1% during the 3rd quarter. Capital World Investors now owns 14,512,228 shares of the cell phone carrier’s stock valued at $637,812,000 after acquiring an additional 4,905,101 shares in the last quarter. Danske Bank A S purchased a new position in Verizon Communications during the 3rd quarter valued at about $161,346,000. Finally, AQR Capital Management LLC raised its position in Verizon Communications by 50.4% during the third quarter. AQR Capital Management LLC now owns 8,848,766 shares of the cell phone carrier’s stock worth $385,983,000 after acquiring an additional 2,965,033 shares during the last quarter. Institutional investors and hedge funds own 62.06% of the company’s stock.
Key Stories Impacting Verizon Communications
Here are the key news stories impacting Verizon Communications this week:
- Positive Sentiment: Q1 surprise and subscriber momentum — Verizon reported an EPS beat and posted first-quarter postpaid phone subscriber gains, which investors view as evidence the turnaround is gaining traction; that momentum is being cited in valuation write-ups and helped lift sentiment. A Look At Verizon (VZ) Valuation After Strong Q1 Earnings And Subscriber Turnaround
- Positive Sentiment: Analyst price-target bump — JPMorgan raised its VZ price target from $49 to $52 (while keeping a neutral rating), signaling incremental upside in analyst expectations and providing a short-term technical catalyst. JPMorgan raises VZ price target
- Positive Sentiment: Partner/network recognition — Verizon’s partner Cydcor won Verizon’s 2025 ACD Wireless Agent of the Year award, reinforcing channel strength and sales execution at the retail/agent level. Cydcor Earns Verizon’s 2025 ACD Wireless Agent of the Year Award
- Neutral Sentiment: Trending attention / retail interest — Zacks and other outlets note increased user interest in VZ; trending status can boost volume and volatility but is not a guarantee of sustained direction. Verizon Communications Inc. (VZ) Is a Trending Stock: Facts to Know Before Betting on It
- Neutral Sentiment: Adjacency to growth markets — Verizon is listed among players in industry reports (e.g., video telematics), indicating optionality beyond consumer wireless if execution in enterprise/commercial products scales. North America and Europe Video Telematics Market Research Report 2026
- Negative Sentiment: Competitive pressure from T‑Mobile — comparisons and service/perk analyses highlight T‑Mobile’s strengths and its broadband expansion, which could pressure pricing and share in both wireless and home broadband segments. T-Mobile vs. Verizon: Which Big Phone Carrier Works Best for You?
- Negative Sentiment: T‑Mobile’s broadband blitz — T‑Mobile’s capital-efficient push into broadband is described as a direct challenge to incumbents and could create longer-term margin and market-share pressure for Verizon. T-Mobile’s Broadband Blitz Puts Cable on Notice (VZ)
- Negative Sentiment: Debt and income-investor risk — commentary (e.g., The Motley Fool) flags rising leverage after the Frontier acquisition as a potential “time bomb” for income investors, which could limit upside multiple expansion and increase sensitivity to interest rates. The Ticking Time Bomb That Could Force Income Investors to Sell Verizon Stock
- Negative Sentiment: Minor analyst EPS trim — Erste Group slightly cut FY2027 EPS estimates for Verizon, a small reminder that forecasts remain sensitive to revenue mix and legacy/merger-related costs. Erste Group trims VZ FY2027 EPS estimate
Verizon Communications Price Performance
Verizon Communications (NYSE:VZ – Get Free Report) last issued its quarterly earnings results on Monday, April 27th. The cell phone carrier reported $1.28 EPS for the quarter, topping analysts’ consensus estimates of $1.21 by $0.07. The business had revenue of $34.44 billion during the quarter, compared to the consensus estimate of $34.82 billion. Verizon Communications had a net margin of 12.46% and a return on equity of 19.25%. The company’s quarterly revenue was up 2.7% compared to the same quarter last year. During the same period in the previous year, the firm posted $1.19 earnings per share. Verizon Communications has set its FY 2026 guidance at 4.950-4.990 EPS. Research analysts expect that Verizon Communications Inc. will post 4.95 EPS for the current year.
Insiders Place Their Bets
In other Verizon Communications news, SVP Mary-Lee Stillwell sold 8,569 shares of the stock in a transaction on Monday, March 2nd. The stock was sold at an average price of $50.00, for a total transaction of $428,450.00. Following the transaction, the senior vice president owned 43,782 shares of the company’s stock, valued at $2,189,100. This represents a 16.37% decrease in their position. The sale was disclosed in a document filed with the SEC, which is available through this link. Also, Director Hans Erik Vestberg sold 200,000 shares of the firm’s stock in a transaction on Tuesday, February 24th. The stock was sold at an average price of $49.61, for a total value of $9,922,000.00. Following the sale, the director owned 145,069 shares in the company, valued at $7,196,873.09. This trade represents a 57.96% decrease in their position. Additional details regarding this sale are available in the official SEC disclosure. In the last three months, insiders sold 218,148 shares of company stock valued at $10,780,356. Company insiders own 0.03% of the company’s stock.
Wall Street Analyst Weigh In
VZ has been the topic of several recent research reports. KeyCorp reaffirmed a “sector weight” rating on shares of Verizon Communications in a report on Monday, January 26th. Scotiabank raised shares of Verizon Communications from a “sector perform” rating to a “sector outperform” rating and raised their price objective for the stock from $50.25 to $54.50 in a research note on Monday, March 9th. Evercore lifted their price objective on Verizon Communications from $48.00 to $50.00 and gave the stock an “outperform” rating in a research report on Monday, February 2nd. Morgan Stanley upped their target price on Verizon Communications from $49.00 to $50.00 and gave the company an “equal weight” rating in a research note on Tuesday, April 28th. Finally, Williams Trading set a $54.00 target price on Verizon Communications in a report on Monday, February 2nd. Two analysts have rated the stock with a Strong Buy rating, nine have issued a Buy rating and ten have assigned a Hold rating to the company. According to MarketBeat.com, the company has an average rating of “Moderate Buy” and a consensus target price of $50.59.
Get Our Latest Report on Verizon Communications
Verizon Communications Profile
Verizon Communications Inc (NYSE: VZ) is a major U.S.-based telecommunications company that provides a broad range of communications and information services. Its operations span consumer and business markets, with core offerings that include wireless voice and data services, fixed-line broadband and fiber-optic services, and enterprise networking solutions. Verizon is headquartered in New York City and operates a nationwide wireless network that supports consumer subscribers as well as business and government customers.
The company’s consumer products include mobile phone plans, unlimited data services, and Fios, its branded fiber-optic internet, television and voice service for homes and small businesses.
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